| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $182K | — | $182K | 2.78% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX 28852 PO BOX 28852 NEW YORK, NY 100878852 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $118K | $37K | $154K | 6.13% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ARIZONA INC. | 16220 N. SCOTTSDALE RD, STE 600 SCOTTSDALE, AZ 85254 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $7K | $7K | 0.84% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $7K | $7K | 0.83% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN INC | $19K | — | $19K | 3.03% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | UNITEDHEALTHCARE INSURANCE COMPANY | $13K | — | $13K | 2.03% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN INC | $12K | — | $12K | 2.96% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | VISION SERVICE PLAN | $22K | — | $22K | 10.01% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $5K | — | $5K | 2.79% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | AETNA LIFE INSURANCE CO. | $15K | — | $15K | 10.83% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $4K | — | $4K | 3.22% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | EYEMED VISION CARE | $11K | — | $11K | 9.97% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 P.O BOX 28852 NEW YORK, NY 10087 | METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | $10K | — | $10K | 10.04% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 100878852 | EYEMED VISION CARE | $5K | — | $5K | 10.35% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS TOWERS WATSON US LLC (NY) | 400 NORTH EXECUTIVE DRIVE SUITE 300 BROOKFIELD, WI 53005 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $823 | — | $823 | 2.62% |
| WILLIS TOWERS WATSON US LLC4 | LOCKBOX #28852 PO BOX 28852 NEW YORK, NY 10087 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $93 | — | $93 | 0.30% |
| WILLIS TOWERS WATSON US LLC4 | 600 UNIVERSITY ST. SUITE 3100 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $245 | — | $245 | 3.07% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 4,917 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 88 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 5,005 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 1,308 | $7.9M |
| Vision(5 contracts, 4 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 1,100 | $1.1M |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 4,982 | $2.5M |
| Long-term disability | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 4,982 | $804K |
| Prescription drug(7 contracts, 6 carriers) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 1,308 | $7.9M |
| Other(3 contracts, 3 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 5,964 | $2.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,964 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
No prospect flags tripped on this filing.